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Cassady Schiller Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$524K Hold
4,195
– – 0.19% 67
2024
Q3 		$538K Hold
4,195
– – 0.2% 66
2024
Q2 		$497K Hold
4,195
– – 0.2% 66
2024
Q1 		$501K Buy
4,195
+195
+5% +$23.3K 0.22% 67
2023
Q4 		$437K Buy
+4,000
New +$437K 0.22% 67